Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$1.12M Hold
2023
Q3
$1.13M Buy
2014
Q2
Sell
2014
Q1
$593K Hold
2013
Q4
$555K Hold
2013
Q3
$481K Hold
2013
Q2
$445K Buy